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Featured Business Financial Advisor in Homewood, IL
Homewood Financial Advisors
Savant Investment Advisers, Inc.
1135 W. 175th Street
Homewood, IL 60430
(708) 799-7477
“Your Financial Security is Our Business”
Advisor Profile
Name:  Lisa D. Cameron
Phone Number:  (708) 799-7477
Website:  Visit Website
Disclaimer
Securities offered through Royal Alliance Associates, Inc., Member FINRA / SIPC. Advisory services offered through Savant Investment Advisers, Inc., which is not affiliated with Royal Alliance Associates, Inc. Not registered to offer securities and advisory services in all states.

About Savant Investment Advisers, Inc.

Savant Investment Advisers, Inc. is an independent comprehensive financial services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow, preserve, and conserve our clients’ wealth by delivering personalized service and specialization.

Today’s investor is confronted with a number of investment choices. The acquisition of wealth requires significant hard work, dedication and thoughtful planning. The management of that wealth should be no different. We strongly believe that in order to make the most of your investment dollars, you need the benefit of a professional financial advisor who will take the time to understand your goals and objectives as well as the complex investment environment.
 

General Information

CRD#:    4845711
Firm CRD#:    121794
Name of Broker/Dealer:    Royal Alliance Associates, INC.
Name of Custodial Firm:    Savant Investment Advisers Inc
States Licensed in:    AL, AZ, CA, CO, FL, GA, IL, IN, KY, MA, MD, ME, MI, NJ, NY, OH, PA, TN, TX, VA, WI
States Willing to do Business in:   
Years of Experience in Financial Services:    9
Number of Years with Current Firm:    9
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Public Accountant (CPA)
Securities Licenses:    Series 7, Series 66
Insurance and Annuity Licenses:    Variable Life, Disability, Long Term Care, Accident, Annuity, Health, Life, Variable Annuity
Financial Organization Memberships:    Financial Planning Association (FPA)
Non-Financial Organization Memberships:    Illinois CPA Society
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 
 
 
Prepared By: Lisa D. Cameron

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